We all go through seasons where life seems to run at full tilt; and, it’s easy to drift from what really matters.

We chase busyness, meet expectations, tick boxes… and slowly lose sight of our deeper values. That’s why reconnection is such a vital part of any journey – especially with our finances!

As Steve Jobs once said, “The only way to do great work is to love what you do.” That truth applies to your money too. Are your financial decisions still anchored to your passions and long-term goals?

Or are they driven by obligation, fear, or habit?

Reconnecting is an invitation, not to overhaul everything overnight, but to pause and ask: What truly matters to me? What does “success” look like in my life? What am I building toward?

And yes, reconnecting often means getting vulnerable. As Brené Brown reminds us, vulnerability is not weakness. Rather, it’s the birthplace of authenticity and courage. Acknowledging uncertainty in your finances isn’t a flaw; it’s a strength. It opens the door to better conversations, wiser decisions, and meaningful progress.

At Succession Financial Planning, we don’t start with products or charts. We start with you.

Let us help you reconnect with your values (not just the value of your portfolio), so your financial plan becomes a true reflection of your life, not someone else’s.